Back to search
with a great benefits package, wonderful work environment and supportive management team
Exciting opportunity for SJP experienced Senior Administrators to join a practice at a pivotal point in their growth programme offering you the opportunity to develop your skills further to take on paraplanning tasks to achieve your personal goals as you settle into this busy team. As the Principal Partner places immense importance on skill and team fit, fully remote options are available to source the perfect candidate for the practice
Opportunity Highlights
** Excellent opportunity for an SJP experienced Financial Administrator with full end to end admin experience
** Work closely with your Clients from initial contact through their complete journey
** Business works with an excess of c 2000 Clients working with HNW Clients
** A full range of Financial is provided across pensions, investments, and protection
** Preparation of documents for meetings, diary management, adding post meeting notes to the system, working with providers and the opportunity to offer support with suitability ** Reporting and submitting new business, closing off reviews to ensure compliance and consumer duty requirements.
** Enjoy converting prospects into Clients
** Business holds great importance in providing a service of excellence in order to maintain full retention of their Clients
** Opportunity to be office based, hybrid working or even remotely dependent on chosen candidates location and wishes
To discuss these openings, please contact Camilla Howden.
